Frontier Capital Management Co LLC

RIASEC RegisteredEst. 1981
Total AUM
$9.6B
Discretionary
$9.6B
100% of AUM
Avg account
$174M
Accounts
55
Employees
38
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
106274
Registered since
January 14, 1981
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government40.98%
  • Investment Companies25.77%
  • Pension & Profit Sharing Plans17.14%
  • Pooled Investment Vehicles7.36%
  • Corporations / Businesses5.01%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Frontier Capital Management Co LLC is an institutional registered investment adviser that has operated since 1981. The firm serves primarily institutional clients and runs portfolio management for individuals/small businesses, pooled vehicles, investment companies, and other businesses or institutions. Its fee model combines asset-based fees with performance-based fees. Frontier identifies as an active ESG investor and is also affiliated with broker-dealer and sponsor/GP activity for pooled investment vehicles, indicating it both allocates to outside managers and operates its own funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Robert Phay

    Robert Phay

    Chief Compliance Officer & General CounselCRD 5023604

  • Sarah Jankowski

    Sarah Jankowski

    COO & Managing PartnerCRD 4268430

Contacts

1 of 1
  • Jillian Berggren

    Jillian Berggren

    ControllerCRD 7089592

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
99 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth